Service Models
We believe every people deserve a clear path to success.
Our service combines expert advice, tailored strategies, and the right lenders to help you
secure finance faster and step confidently into your next big achievement.
secure finance faster and step confidently into your next big achievement.
Flat Fee
Select
Bring Your Own Brand, and have access to:
- MyCRM Business Platform
- Compliance Solutions & Support
- Lead Nurturing + Client Retention Marketing Automation
- Database Marketing Platform
- Integrated Subscriptions
- Lead Capture & Qualification Platform
- Compliance Coaching & Support
- Professional Development Days - Annual
- Your Business Matters - Monthly
- Steel - Monthly
- Growing Your Business - Monthly
- Lender Lunch and Learn - Quarterly
- Induction Full Program - 3 Days
- MyCRM Training - Introduction Session
- MyCRM - Video Web Training
- Compliance Training - Introduction Session
- Commission Enquiries & Disputes
- Back-Office Support Solutions
- Reward + Recognition Programs
Revenue Share
Select
Bring Your Own Brand, and have access to:
- MyCRM Business Platform
- Compliance Solutions & Support
- Lead Nurturing + Client Retention Marketing Automation
- Database Marketing Platform
- Integrated Subscriptions
- Lead Capture & Qualification Platform
- Compliance Coaching & Support
- Deal Structuring Support
- Lender Escalation Support
- Strategic Planning & Business Coaching
- Professional Development Days - Annual
- Dedicated State Relationship Manager
- Your Business Matters - Monthly
- Steel - Monthly
- Growing Your Business - Monthly
- Lender Lunch and Learn - Quarterly
- Induction Full Program - 3 Days
- MyCRM Training - Introduction Session
- MyCRM - Video Web Training
- Compliance Training - Introduction Session
- Commission Enquiries & Disputes
- Back-Office Support Solutions
- Reward + Recognition Programs
- 1 Industry Award Ticket
- Recruitment Support
Premium
Bring Your Own Brand, and have access to:
- MyCRM Business Platform
- Compliance Solutions & Support
- Lead Nurturing + Client Retention Marketing Automation
- Database Marketing Platform
- Integrated Subscriptions
- Lead Capture & Qualification Platform
- MyCRM Business Automation Workflows
- Max - Lender Matrix - Policy Notes
- Managing Director Events
- Compliance Coaching & Support
- Deal Structuring Support
- Lender Escalation Support
- Strategic Planning & Business Coaching
- Referral Program Training (Michael Russell)
- Coaching Sessions by Michael Russell
- Professional Development Days - Annual
- Dedicated State Relationship Manager
- Your Business Matters - Monthly
- Steel - Monthly
- Growing Your Business - Monthly
- Lender Lunch and Learn - Quarterly
- Induction Full Program - 3 Days
- MyCRM Training - Introduction Session
- MyCRM - Video Web Training
- MyCRM - One One One Workflow Set Up
- Compliance Training - Introduction Session
- Commission Enquiries & Disputes
- Back-Office Support Solutions
- Reward + Recognition Programs
- Awards Support
- 2 Industry Award Tickets
- Recruitment Support
- Succession Planning & Business Sale Support
- Website Hosting & Content
- Email and Hosting Services
- Google Business Management
- Corporate Stationery Design
- Advanced Marketing Automation - Tom
- Full Suite of Marketing Solutions
- Marketing Team Support
- Customised Referral Partner Brochures & Marketing
- Local Area Marketing Support
- Graphic Design Services
- Social Media Content
- Social Media Advertising Support
- Video Production Services
- Lead Allocation
- Professional Head Shots
